ESG-investeringer stiger i popularitet til trods for en begrænset forståelse af, hvad det indebærer, viser analyse fra FE Fundinfo. FE Fundinfo´ analyse af finansiel rådgivere fra 2020 viser, at selvom mere end halvdelen (56%) af rådgiverne har øget mængden af AuM, de har investeret i ESG-fonde i de seneste 12 måneder, tror kun tre ud af fem (62%), at deres kunder forstår, hvad ESG-investering involverer.
FE Fundinfo´ regulations manager Mikkel Bates siger:
“I think it may be an overstatement that 38% of advisers believe their clients have an understanding of what ESG involves. They may do in a very broad sense, but I doubt that many have considered the practicalities of how, for example, an environmentally-friendly investment may not be sustainable, or vice versa.
“There is a huge difference between how ‘responsible’, ‘ethical’ and ‘sustainable’ investing is perceived and as an industry we must do more to provide clarity and transparency.”
Videre hedder det:
The Adviser Centre chief investment officer Peter Toogood agreed there was confusion between responsible, ethical and sustainable investing.
He said the industry should be doing more to educate advisers and investors about ESG investing, and the Investment Association should play a part.
Toogood added he was not surprised that ESG investing was on the rise, as the ethos behind it complemented and improved society.
“The end investors understand fossil fuels aren’t so good, putting children down mines isn’t so good, clothes made by children in Bangladesh aren’t so good – it’s going to grow because those things aren’t right,” he said.
FE’s Bates said with the growth in ESG investing, the industry may soon get to a stage where every investment meets ESG criteria.
“In the future we will reach the stage where ‘ESG’ as a term will cease to be. It will be expected as ‘the norm’ by investors and will be provided by fund managers as part of the status quo,” he said.
“Most funds will factor it into their propositions so that it will no longer be considered a ‘specialist’ factor.”
This follows recent research revealing just half of advisers were aware of impending regulations around speaking with their clients about ESG investing.
https://www.professionaladviser.com/news/4014798/esg-investing-rise-despite-perceived-lack-understanding
